Asset management
Wealth services

Comprehensive support solutions
designed to address specific operation
needs of wealthy families.

Beauclerc Private Office Support Services

An integrated private office platform for UHNW families,
providing end-to-end expertise across asset structuring,
financing, consolidated reporting, and the oversight of
multiple private banking relationships.

  • Private Banking Relationships

    Streamline clients’ private banking relationships so they remain entirely unbothered by frequent administration requests.

    • Account opening
    • KYC updates
    • Cash management
  • Financing Solutions

    Assisting clients in structuring tailored financing solutions through our network of recommended custodians.

    • Lombard Loans
    • Mortgage loans
    • LTV optimisation
  • Asset Structuring

    Assisting clients in designing the appropriate structures to hold family assets, in collaboration with our network of counterparties.

    • Life insurance policies
    • Trust & offshore companies
    • Dedicated mutual fund
  • Consolidated Reporting

    In-house software enabling clients to have a global overview of their multi-custodied portfolios and a
    consolidated performance.

    • Multi-Custody valuations
    • Performance and cost Analysis
    • Risk Monitoring